Work test changes remove ‘safety valve’ for contribution mistakes
Miranda Brownlee
With the work test being shifted from the SIS regulations to the Tax Act, SMSF clients over 67 will need to be careful not to exceed their c
With the work test being shifted from the SIS regulations to the Tax Act, SMSF clients over 67 will need to be careful not to exceed their c
While the ATO may have reached a settled position on the treatment of member payments requested shortly before death, this is by no means th
With 30 June fast approaching, a law firm has outlined some of the details that specify when a contribution has been made.
The corporate regulator has cancelled the AFS licence of a Perth-based firm linked with the Mayfair 101 Group.
While the official interest rate increase has seen some SMSF lenders raise their interest rates, others are holding off for now.
The contribution changes coming in on 1 July will provide more time for spouses in SMSFs to even up their balances and maximise their transf
Joe Longo has addressed ongoing concerns by the industry.
More than $890 million in assets mean SMSFs account for 26 per cent of all super.
With the advice industry hopeful that Labor will deliver improvements to the way advisers access ATO data, there are calls to extend access
With large fluctuations in the value of assets placing some SMSFs at risk of exceeding the in-house asset limit, a technical expert has expl
With some SMSF auditors still not across the finer details of cryptocurrency, in some instances, this is resulting in qualified audit report
With further cash rate rises expected this year, now is a good time for SMSFs to review their loans and asset allocation, says an SMSF speci
The ATO’s stance on whether non-arm’s length income will apply to asset acquisitions from the past that comprise part cash and part in-s
While Labor’s win is likely to spur some significant changes in the advice space, the outlook for a number of SMSF-related policies is sti
In light of the recent Benz v Armstrong decision, some SMSFs may need to consider a binding death benefit nomination that is non-lapsing and
The lead-up to the end of the financial year is an important time for maximising contributions and ensuring the minimum pension has been pai
Wealth management, advice and SMSF services firm Partners Wealth Group has appointed Andrew Lally as head of Partners Private as the firm lo
With transfer balance account reporting deadlines still being missed in some instances, it’s important clients see their accountant on a m
Despite banks typically requiring personal guarantees for loans, SMSFs have been warned that providing personal guarantees to obtain finance
SMSF software firm BGL has promoted its head of ecosystem as the new head of Simple Fund 360.
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